Financial Planning

web12There are several options for Housestaff to plan for their future!

  • Local Financial Planning:

Total Planning:

DavidDavid Lerner is a financial representative at Total Planning located in Gainesville, FL.

As a Financial Representative in the North Florida Business Center, David utilizes his knowledge and experience to assist his clients in the areas of disability income insurance, life insurance, and investments. In 2015, David partnered with his father Keith to work with clients across the country in helping them reach their financial goals.

He received his Bachelor of Science degree Cum Laude from the University of Florida. While at the University of Florida, he was on the Southeastern Conference Academic Honor Roll from 2009 to 2012. David was a member of the University of Florida National Championship football team in 2008; he played four seasons from ‘08-’11. Mr. Lerner currently works with young professionals assisting them with insurance and financial needs as they begin their careers. David is continuing the established practice his father started twenty-five years ago. He currently resides in Gainesville, FL.

David Lerner
4881 NW 8th Ave, Suite 4
Gainesville, FL 32605
phone: (352) 373-3000 fax: (352) 373-9887
Full Bio: Lerner Financial

  • Financial Planning within Florida:


R. West Wingate, RHU
Housestaff Disability Plan Consultant
155 Professional Drive
Ponte Vedra Beach, FL 32082
Office: 904-285-3300 Fax: 904-285-3363

  • Pappas Financial Services:

Jim Pappas


  • Northwestern Mutual

    Matthew Davis | Financial Advisor 

  • Matthew Davis, Financial Advisor

    Matthew Davis is a Financial Advisor with Gainesville, FL office of Northwestern Mutual. Raised in the Gainesville area, Matthew left and joined the Army in 2006. During his 4 years of service he was stationed at Fort Hood, TX and served one tour to Iraq. After his honorable discharge in 2010, he attended the University of Florida, where he received his Bachelors of Science in Finance at the Warrington College of Business. During his time at UF, he served as the President of the Collegiate Veterans Society and started his career with Northwestern Mutual as an intern in 2012. He is also a graduating member of the 43rd class of Leadership Gainesville. His passions are Florida Gator sports and volunteering. Most of his volunteering time is spent on military/veteran advocacy and Alex’s Lemonade Stand foundation fundraising—the leading national charity for Pediatric Cancer research. Matthew specializes in working with Resident Physicians, helping them develop their first written financial plan. Counseling on topics from student loans, saving strategies, insurance planning, and investments. He spends most of his work week at Shands and is easy to schedule with.


  • Larson Financial Group

derrickDerrick Yohe is a senior financial advisor for Larson Financial Group located in Gainesville, FL
Services Include:
– Financial employment contract consulting
– Retirement and education funding
– Investment analysis and strategy
– Tax planning
– Risk management strategy
– Cash flow analysis
– Benefits planning
– Real estate planning
– Alternative investment analysis
– Estate planning



Derrick Yohe
Senior Financial Advisor
Office: 904-371-3562
Cell: 954-529-1654

For more information:


  • Doctors WealthCare

Bart Singleton, RICP
Finacial Advisor
President of Doctors WealthCare
Phone: 239-449-8000
Fax:     239-210-9269


UF College of Medicine does not endorse any provider.